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Baby, it’s Cold Outside! Budget Friendly Freezing Fun

Families and FinanceBy Kristi SullivanJanuary 4, 2017

As we head into shorter, colder days, what are some things you can do to keep Old Man Depression away but not break the bank?  These ideas will warm you like a comfy sweater!   Rent snowshoes and go for an outdoor hike. Snowshoes can be rented for $15 or less at many outdoor stores. …

Financial Planner

Kristi’s Quotes: Marcum Financial Services Asks About Retirement!

Kristi's Quotes, Retirement SavingsBy Kristi SullivanJanuary 4, 2017

Marcum Financial Services quotes Kristi on the 10 Steps to Achieve Your Retirement Goals.   From Social Security to saving, these tips can help make your money last. Everybody wants to be safe from the buffeting that life can inflict upon retirement plans – to have the financial resilience to bounce back when things go…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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